Global Retirement Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
+4,517
| New | +$187K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $131K | Buy |
3,124
+124
| +4% | +$5.19K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $127K | Buy |
3,000
+1,803
| +151% | +$76.2K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $47.4K | Buy |
1,197
+2
| +0.2% | +$79 | ﹤0.01% | 1567 |
|
|
2024
Q1 | $49.1K | Buy |
1,195
+3
| +0.3% | +$123 | ﹤0.01% | 1426 |
|
|
2023
Q4 | $43.8K | Buy |
1,192
+109
| +10% | +$4.01K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $35.8K | Buy |
1,083
+4
| +0.4% | +$132 | ﹤0.01% | 1417 |
|
|
2023
Q2 | $38.4K | Buy |
1,079
+981
| +1,001% | +$34.9K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $3.26K | Sell |
98
-15
| -13% | -$500 | ﹤0.01% | 2319 |
|
|
2022
Q4 | $3.71K | Buy |
+113
| New | +$3.71K | ﹤0.01% | 2122 |
|